Our Team
Credentialed advisors who manage the technical details so you can focus on the life you've built.
Aaron Munk
President & Founder
CFP®, CIMA®
Aaron has over 35 years of experience in the financial industry, with a background as an analyst. He earned a B.A. in Economics from the University of Maryland and later completed both a Master's in Finance and an MBA from Johns Hopkins University. Aaron became a Certified Financial Planner (CFP®) in March 1997 and earned his CFM designation in September 1997. In 1999, he attended the Wharton Business School, where he received his CIMA® (Certified Investment Management Analyst) designation.
Aaron began his career at Legg Mason, where he worked as a Portfolio Analyst from 1994 to 1997. He then joined Merrill Lynch, working with The Munk Group from 1997 to 2012. During his time there, he served as the equity portfolio manager for the group and oversaw $600 million in client assets.
Sara Glaz Aloni
Chief Compliance Officer, Financial Advisor
In 2006, Sara graduated with a degree in Economics from U.C.L.A. She began her financial career in 2007 in estate planning and insurance before transitioning into wealth management in 2015, when she joined the MWM Group as a financial advisor and operations support. Today, Sara Glaz Aloni serves as the Chief Compliance Officer of the MWM Group, where she helps oversee regulatory standards and operational integrity.
Mathew (Meir) Fried
Chief Investment Officer
Meir Fried applies a quantitative, risk-focused approach to investment advisory, drawing on experience in derivatives trading, portfolio construction, and financial modeling. He has developed and executed strategies involving options hedging, income generation, and volatility trading, with an emphasis on disciplined risk management and probabilistic analysis.
He also has a background in teaching mathematics, computer science, and finance, and has built probabilistic AI models integrating these fields. Meir is currently a PhD candidate (ABD) in Mathematics at Yeshiva University. He holds an M.S. in Mathematics from Yeshiva University and Queens College, and a B.A. in Interdisciplinary Studies from Touro College.
Shimon Willig
VP. / Investments
Shimon Willig is a VP. / Investments, working with high-net-worth individuals and families. He focuses on helping clients get the most value out of the risk they take, while ensuring their financial plans, especially taxes, estate and legacy planning, and opportunities like QSBS, are structured efficiently.
As part of his work, Shimon helps deliver institutional-level investment strategy in a way that is accessible and tailored to each client's situation. He has helped many clients reduce their tax burden and improve overall investment outcomes.
Shimon holds Series 7 and 66 licenses enabling him to deliver both securities and advisory services. He also passed actuarial Exam FM, giving him a strong foundation in financial mathematics that supports his approach to portfolio construction and investment strategy.
Jeremy (Yirmi) Jakobovits
Portfolio Manager
Jeremy (Yirmi) Jakobovits focuses on portfolio management, with an emphasis on building and maintaining well-structured investment portfolios. He works to align investment strategies with each client's goals, balancing growth opportunities with disciplined risk management. His approach prioritizes clarity, consistency, and long-term results.